Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
26
26
years of professional experience
Work History
Manager/CEO
Eastern Kentucky Federal Credit Union
10.2012 - Current
Managed and motivated employees to be productive and engaged in work.
Accomplished multiple tasks within established timeframes.
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Maximized performance by monitoring daily activities and mentoring team members.
Cross-trained existing employees to maximize team agility and performance.
Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
Increased Credit Union assets by effectively managing investment portfolios and balancing risk.
Managed branch audits successfully to maintain accuracy in financial reporting and adherence to regulatory standards.
Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Senior Financial Analyst
EQT
05.1999 - 10.2012
Develop financial models through benchmarking and process analysis
Forecast quarterly and annual profits
Prepare cost projections
Analyze and report on current financial status
Conduct thorough research of historical financial data
Participate in budgeting (for departments and projects)
Review accounting transactions for data accuracy
Education
BBA - Accounting
Morehead State University
Morehead, KY
05-1993
Skills
Customer service
Team leadership
Time management
Decision-making
Verbal and written communication
Staff management
Documentation and reporting
Project management
Policy implementation
Expense tracking
Employee onboarding
MS office
Timeline
Manager/CEO
Eastern Kentucky Federal Credit Union
10.2012 - Current
Senior Financial Analyst
EQT
05.1999 - 10.2012
BBA - Accounting
Morehead State University
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